advise_investment
Recomenda tipo de investimento com base no perfil, prazo, valor e objetivo. Retorna opções rankeadas com prós e contras.
This record as markdown: /tools/com-falazuki-finance-br/advise-investment.md
What advise_investment does on FalaZuki Finance BR
AI agents call advise_investment to retrieve information from FalaZuki Finance BR without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
| Parameter | Type | Required | Description |
|---|---|---|---|
goal | string | — | Objetivo |
amount | number | Yes | Valor disponível para investir em R$ |
months | integer | Yes | Prazo em meses |
profile | string | Yes | Perfil de risco |
needs_liquidity | boolean | — | Precisa de liquidez diária? |
Parameters from the server's own tool schema.
Why advise_investment is rated Low
Even though advise_investment only reads data, uncontrolled read access leaks sensitive information and racks up API costs: an agent caught in a retry loop can make thousands of calls a minute without anyone noticing.
Attacks that exploit this kind of access
The rule that runs advise_investment safely
PolicyLayer is an MCP gateway: it sits between your AI agents and FalaZuki Finance BR, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For advise_investment, this is the rule to start with:
advise_investment is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.
The button opens the PolicyLayer dashboard: create your workspace, connect FalaZuki Finance BR, apply this rule, and every advise_investment call is checked against it from then on.
Questions about advise_investment
Recomenda tipo de investimento com base no perfil, prazo, valor e objetivo. Retorna opções rankeadas com prós e contras. It is categorised as a Read tool in the FalaZuki Finance BR MCP Server, which means it retrieves data without modifying state.
advise_investment accepts 5 parameters: goal, amount, months, profile, needs_liquidity. Required: amount, months, profile. The full parameter table on this page comes from the server's own tool schema.
Register the FalaZuki Finance BR MCP server in PolicyLayer and add a rule for advise_investment: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches FalaZuki Finance BR. Nothing to install.
advise_investment is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the advise_investment rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.
Set action: deny in the PolicyLayer policy for advise_investment. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.
advise_investment is provided by the FalaZuki Finance BR MCP server (https://mcp.falazuki.com/mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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